John Cusimano Email & Phone Number
Managing Director @ AssetWise Financial Group
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John Cusimano Location
- Matthews, NC, US
John Cusimano Work
- Managing Director @ (January 2024 - Present)
- Financial Advisor @ Raymond James (June 2015 - December 2023)
- Financial Advisor @ (December 2012 - June 2015)
- Compliance Analyst, Assistant Vice President @ (August 2006 - December 2012)
- Supervisory Principal @ (October 2005 - August 2006)
- Team Leader and Supervisory Principal - Retail Investment Group @ (February 2004 - October 2005)
John Cusimano Education
- State University of New York at Fredonia
Bachelor of Arts (BA)
1994-1998
John Cusimano Skills
- Asset Allocation
- Asset Management
- Compliance
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Independent Financial Advice
- Insurance
- Investment Advisory Services
- Investments
- Management
- Mutual Funds
- Retirement Planning
- Risk Management
- Securities
- Series 24
- Series 31
- Series 63
- Series 66
- Series 7
- Trading
- Uniform Combined State Law
- Wealth Management
- FINRA
- Uniform Combined State
John Cusimano Summary
- John Cusimano, based in Matthews, NC, US, is currently a Managing Director at AssetWise Financial Group. John Cusimano brings experience from previous roles at Raymond James and Wells Fargo Advisors. John Cusimano holds a 1994 - 1998 Bachelor of Arts (BA) @ State University of New York at Fredonia. With a robust skill set that includes Asset Allocation, Asset Management, Compliance, Finance, Financial Advisory and more. John Cusimano has 2 emails and 5 mobile phone numbers on RocketReach.
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